314 results found
-
Add 1099 Agent Income Column
We need a report that shows the agent's net amount (1099 amount) like the DA list from WinMore used to. I've had a handful of agents ask for loan purposes, plus we'll need this report for year-end.
62 votes -
Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
Display an itemized subtotal of the companies paid and the amounts included in the 'Outside Referral' total on the Agent Commission Details Form.
For example, if both ABC Realty and XYZ Real Estate are being paid an outside referral, it is helpful for the associate to easily see that $N.NN was paid to ABC Realty and $N.NN was paid XYZ Real Estate.
59 votes -
Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
58 votes -
Delete Recruit Tags Created by Prior Leadership
Have the capability to remove or edit tags created for Recruit Tags that is not personally owned. When a staff member leaves KW, the tags they created are still present.
55 votes -
Show Deposits' Editing History
If a deposit is edited, the system should track, and show, the changes made to the deposit. IE the transactions added or removed.
54 votes -
Merge Vendors or Vendor Duplicate Check
We need the ability to merge vendors - or at the very least, prohibit agents from creating multiple. Use the EIN as the check. This is very important for co-brokers
54 votes -
Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
51 votes -
Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
50 votes -
Link to Commission Tab in Transaction Details
I need to be able to see an agents side of the work flow on their commissions tab so I can assist and help point them in the right direction when they are creating their commission tab.
48 votes -
Improve the new Compliance Viewer Filters and Queue
We need all of the same filters we used to have in the old Compliance Queue, readily available off to the side just as before. It is incredibly counterintuitive to have to open a filters tab and then select filters and then click save. This change turned a one-click action into a 3-click action. We also no longer have the ability to filter by Opportunity type and event, this is extremely important for training new admins in market centers. Seeking input from Market Centers using this technology prior to overhauling an entire section of command used to be the norm…
45 votes -
Default Search Location Should be the MC Address
Currently, the default property search page currently is Austin TX, Headquarters. This is confusing for consumers when they get to our MC site that is not located in Texas. All MC/BC sites should default to their franchise address.
45 votes -
Add Associate Tags as Field to CommandMC Reports
Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.
43 votes -
Expand All on KW Financial Statement (and Print Expanded View)
Abilty to expand all fields on the KW Financial Statement
40 votes -
Print Binding Sponsorship Agreement after Onboarding
Have an option to print the signed BSA for the market center and agent if needed after sign on. The only option is downloading at the moment agents sign, but no access for the Market Center.
39 votes -
Onboarding Invitation Email and Documents Personalization per Market Center
Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.
35 votes -
Edit Outside Referral Amount
MCA's need to be able to edit the referral amount in the transaction, right now we have to delete it, then add it back in to correct them amount -
34 votes -
Add Other Vendor Type
We have several vendors in our red carpet vendor program that do not fit into any of the pre-made categories in the Vendor Type list. So to input them, we would have to put them in an incorrect category. If we do not have the option to add custom categories (preferred solution), is there a way you can add "Other" as a category for those vendors that don't fit into the ones KW gives as an option?
33 votes -
Change Deductions Decimal Limit from 2 to 4
Need to adjust the allowed decimals from the current two to four. This is due to the various fees for business license per locality.
31 votes -
Add Associate to More Than One Team
We need to be able to add 1 agent to more than 1 team for multiple reasons.
1 example, I have a licensed admin who splits her time 50/50 between 2 teams. She needs to be on both teams.
2nd exampe, I have multiple teams who use the in house PC program for their new team members. I need to be able to add them onto the team AND onto the ProCoach team.
31 votes -
Allow MCA to View SSN
For the State of MN in order for us to look up agents licenses or do license renewals we need their full SSN and it will be very hard to have to search through agents onboarding paperwork to find their SSN each time we need it.
30 votes
- Don't see your idea?